GRACE FULL GIVING FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GRACE FULL GIVING FOUNDATION (EIN 87-2745809)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-04
- IRS object ID
- 202430649349100723
- Schema version
- 2023v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-04T15:21:48-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752253424 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON MARX & BOHL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 N MAIN ST | AddressLine1Txt |
| City | CORSICANA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 872745809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRACE FULL GIVING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAC | BusinessNameControlTxt |
| Phone | 2547166199 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 STARCREST | AddressLine1Txt |
| City | CORSICANA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM G THOMPSON | PersonNm |
| Person Title | VP/TREAS | PersonTitleTxt |
| Phone | 2547166199 | PhoneNum |
| Signature | 2024-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | THOMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK MARX III | PreparerPersonNm |
| PTIN | P00475693 | PTIN |
| Phone | 9038722571 | PhoneNum |
| Preparation | 2024-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,952,558 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,755 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $39,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,968 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$43,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $164,302 | GrossSalesPriceAmt |
| Total Rev And Expnss | $10,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,968 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,044 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,044 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,112 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,112 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,237 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$121,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,799 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $236,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $177,315 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $177,315 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,560,173 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,464,188 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,528,311 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $211,972 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $246,270 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $246,932 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,009,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,887,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,952,558 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,009,028 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,887,773 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,009,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,887,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,009,028 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,887,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,009,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$121,255 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,887,773 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,887,773 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND ETF | P | 2022-02-18 | 2023-02-14 | $55,508 | $63,139 | -$7,631 | -$7,631 |
| MODERNA | P | 2022-01-18 | 2023-11-21 | $7,671 | $18,966 | -$11,295 | -$11,295 |
| SOUTHWEST AIRLINES | P | 2023-11-21 | $9,742 | $19,549 | -$9,807 | -$9,807 | |
| VANGUARD SMALL CAP FUND | P | 2023-02-14 | $89,021 | $103,708 | -$14,687 | -$14,687 | |
| VERALTO CORP | P | $1,665 | $2,512 | -$847 | -$847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$43,572 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,631 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $414 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $414 | SubtotalAmt |
| Tax Based On Investment Income | $414 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $414 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM G THOMPSON | IndividualWithBooksNm |
| Phone | 2547166199 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 STARCREST | AddressLine1Txt |
| City | CORSICANA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM G THOMPSON | ||||||||
| 209 STARCREST | CORSICANA | TX | 75109 | VP/TREAS | 000.00 | $0 | $0 | $0 |
| MARY K THOMPSON | ||||||||
| 209 STARCREST | CORSICANA | TX | 75109 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| SARAH THOMPSON GOODRICH | ||||||||
| 1904 COTTONWOOD TERRACE CT | COLLEGE STATION | TX | 77845 | SECRETARY | 000.00 | $0 | $0 | $0 |
| JOHN MARC GOODRICH | ||||||||
| 1904 COTTONWOOD TERRACE CT | COLLEGE STATION | TX | 77845 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| SANDRAA THOMPSON GOODRICH | ||||||||
| 1768 ZINTARA LOOP | THE VILLIAGES | FL | 32163 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ANN PATTERSON | ||||||||
| 13000 MISSION RIVER DRIVE | MANCHACA | TX | 78652 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,581,017 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $304,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,885,539 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,885,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,857,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,863 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,863 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $414 | TotalTaxAmt |
| Distributable Before Adj | $92,449 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $92,449 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,449 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,237 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $121,237 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,449 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $89,527 | UndistributedIncomePYAmt |
| Qualifying Distributions | $121,237 | QualifyingDistributionsAmt |
| Applied To Year1 | $89,527 | AppliedToYear1Amt |
| Applied To Current Year | $31,710 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $60,739 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WG AND MK LIVING TRUST | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM G THOMPSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 STARCREST | AddressLine1Txt |
| City | CORSICANA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | WGTLAW@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NAME OF ORGANIZATION, PURPOSE OF GRANT, FUNDS RAISED FOR GRANT PURPOSE FROM OTHER SOURCES, COPY OF 501(C)(3) EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOOKSPRING | |||||||
| 1807 W SLAUGHTER LANE BLD | AUSTIN | TX | 78748 | NONE | EXEMPT | CHARITABLE OPERATIONS | $20,000 |
| CHILD ADVOCATES CENTER NAVARRO CO | |||||||
| 120 E 2ND AVE | CORSICANA | TX | 75110 | NONE | EXEMPT | CHARITABLE OPERATIONS | $8,079 |
| NAVARRO COUNTY YOUTH EXPO | |||||||
| 4201 W HWY 22 | CORISICANA | TX | 75110 | NONE | EXEMPT | CHARITABLE OPERATIONS | $3,050 |
| GOING BALLISTIC | |||||||
| PO BOX 212 | STREETMAN | TX | 75859 | NONE | EXEMPT | CHARITABLE OPERATIONS | $4,432 |
| NAVARRO COLLEGE FOUNDATION | |||||||
| 3200 W 7TH AVE | CORSICANA | TX | 75110 | NONE | EXEMPT | CHARITABLE OPERATIONS | $5,000 |
| CORSICANA EDUCATION FOUNDATON | |||||||
| 2200 W 4TH AVE | CORSICANA | TX | 75110 | NONE | EXEMPT | CHARITABLE OPERATIONS | $2,051 |
| LANE BROWN TOY RUN | |||||||
| 1130 S 45TH ST | CORSICANA | TX | 75110 | NONE | EXEMPT | CHARITABLE OPERATIONS | $1,500 |
| NAVARRO COUNTY 100 CLUB | |||||||
| PO BOX 491 | CORSICANA | TX | 75151 | NONE | EXEMPT | CHARITABLE OPERATIONS | $1,000 |
| CARROLL MORAN SCHOLARSHIP FUND | |||||||
| 1101 N BUSINESS IH 45 | CORSICANA | TX | 75110 | NONE | EXEMPT | CHARITABLE OPERATIONS | $5,000 |
| NAVARRO COLLEGE FOUNDATION | |||||||
| 3200 W 7TH AVE | CORSICANA | TX | 75110 | NONE | EXEMPT | CHARITABLE OPERATIONS | $40,000 |
| INT'L FRAN ASSOC VETFRAN PROGRAM | |||||||
| 1900 K STREET NW STE 700 | WASHINGTON | DC | 20006 | NONE | EXEMPT | CHARITABLE OPERATIONS | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,112 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,968 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$43,572 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$3,604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$3,604 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WG AND MK THOMPSON LIVING TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 STARCREST | AddressLine1Txt |
| City | CORSICANA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,755 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO ACTIVE BOND FUND | ||
| BANK OF AMERICA 3.5% DUE 04/19/26 | $49,503 | $48,683 |
| GOLDMAN SACHS 3% DUE 03/15/24 | $49,781 | $49,649 |
| VALERO ENERGY 3.65% DUE 03/15/25 | ||
| SOUTHERN CO 4.85% DUE 06/15/28 | $48,925 | $50,370 |
| VALERO ENERGY 3.65% DUE 03/15/2025 | $49,549 | $49,018 |
| VERIZON 4.125% DUE 03/16/2027 | $48,512 | $49,212 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS INC | $27,482 | $29,830 |
| ADVANCED MICRO DEVICES | $18,326 | $21,374 |
| AECOM | $20,780 | $27,729 |
| ALPHABET INC CL A | $85,132 | $83,814 |
| ALPHABET INC CL C | $28,556 | $28,186 |
| AMAZON | $137,400 | $121,552 |
| AMERICAN TOWER CORP | $26,278 | $21,588 |
| APPLE | $59,792 | $77,012 |
| BOEING | $19,550 | $23,459 |
| CATERPILLIAR INC | $19,888 | $29,567 |
| CHEVRON | $22,681 | $26,103 |
| COSTCO WHOLESALE | $27,143 | $33,004 |
| CUMMINS INC | $22,508 | $23,957 |
| CVS HEALTH | $21,224 | $15,792 |
| DANAHER CORP | $19,032 | $16,194 |
| DEERE & CO | $19,085 | $19,994 |
| DIGITAL REALTY TRUST | $20,296 | $20,187 |
| DISNEY WALT CO | $51,745 | $27,268 |
| DOW INC | $22,676 | $21,936 |
| ELECTRONIC ARTS INC | $20,134 | $20,522 |
| ELI LILLY & CO | $19,549 | $46,634 |
| ENBRIDGE INC | $21,136 | $18,010 |
| EQUITY RESIDENTIAL | $20,179 | $16,819 |
| FEDEX CORP | $23,324 | $25,297 |
| GILEAD SCIENCES INC | $20,027 | $25,923 |
| GOLDMAN SACHS | $20,787 | $19,674 |
| HOME DEPOT | $54,693 | $51,983 |
| IOVIA HOLDINGS | $22,663 | $23,138 |
| JOHNSON CONTROLS INT'L | $21,070 | $17,292 |
| JP MORGAN CHASE | $43,562 | $43,716 |
| LENNAR | $20,845 | $29,808 |
| LOWES | $19,546 | $18,917 |
| MARATHON PETROLEUM | $22,790 | $50,442 |
| MICROSOFT | $31,698 | $38,356 |
| MODERNA INC | ||
| MORGAN STANLEY | $28,949 | $27,975 |
| PEPSICO | $28,016 | $29,892 |
| PHIZER INC | $20,528 | $11,516 |
| PROCTER AND GAMBLE | $19,524 | $20,076 |
| RAYTHEON TECHNOLOGIES | $19,972 | $18,511 |
| ROCKWELL AUTOMATION | $34,072 | $31,048 |
| SCHWAB | $16,861 | $20,640 |
| SIMON PROPERTY GROUP | $17,696 | $17,117 |
| SOUTHWEST AIRLINES | ||
| VALERO ENERGY | $18,635 | $29,900 |
| VONTIER CORP | $19,358 | $20,730 |
| WALMART | $19,590 | $20,967 |
| WASTE MANAGEMENT INC | $22,110 | $26,865 |
| VERIZON COMMUNICATIONS | $12,029 | $11,310 |
| ZOETIS INC | $19,954 | $19,737 |
| AMERICAN GROWTH FUND OF AMERICA | $13,429 | $10,951 |
| VANGUARD SMALL CAP INDEX FUND | $101,888 | $95,999 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $10,044 | Amt |
| Net Investment Income | $10,044 | NetInvestmentIncomeAmt |